01
Observe the signal
A risky order, a stock drop, an unanswered message, or an overdue account enters the queue.
The agentic operating layer
Your operations, in motion.
SOBERAN Agent turns signals across ERP, CRM, and Contact Center into governed work—and leaves evidence behind.
S
SOBERAN AgentOne order. Complete context.
Live“Release SO-4421 and update the delivery promise.”
Stock validated. Credit cleared. Wave B-09 assigned.
01ObserveReal-time signals
02DecideContext + policy
03ExecutePermitted actions
04EscalateExceptions with evidence
The agent loop
From signal to resolution.
The agent does not live in an isolated chat window. It works inside the operating model connecting customers, inventory, orders, conversations, and policy.
Event detected
02
Build context
Read the customer, order, inventory, history, permission, and policy before choosing the next step.
03
Execute the work
Update records, move states, create tasks, and coordinate action in the right system.
04
Escalate judgment
When a decision exceeds its authority, hand the team the exception, evidence, and a recommendation.
One shared layer
One agent. Three operating surfaces.
The same intelligence serving the customer understands the order reality and can coordinate what happens next.
01
ERP
Move inventory, purchasing, orders, and fulfillment.
- Replenishment
- Order exceptions
- Delivery coordination
S
“Review orders blocked by inventory and prepare options.”
02
CRM
Keep pipeline, quotes, and follow-up active.
- Leads and opportunities
- Quotes
- Revenue follow-up
S
“Prioritize opportunities with available stock and an overdue next step.”
03
Contact Center
Resolve conversations with live operational context.
- WhatsApp and voice
- Service
- Collections
S
“Answer the order status and update the customer on WhatsApp.”
Governed autonomy
Speed, with clear boundaries.
You define what it can observe, what it can change, and when it must ask for approval. SOBERAN keeps the full record.
- Permissions scoped by system, team, and action type
- Human approvals for purchasing, discounts, and exceptions
- Evidence and traceability for every execution
- Context-rich handoffs when human judgment is required
Every action leaves a trail.
See what changed, who initiated the workflow, how long it took, and whether policy or a person authorized the step.
Put it to work
Give the agent a real process.
In a demo, we connect one signal from your operation to the context, rules, and action that should follow.